| MORGAN STANLEY | 4.36M | $46.5M | — | Held |
| BANK OF AMERICA CORP /DE/ | 520.4K | $5.56M | — | Held |
| Sanctuary Advisors, LLC | 216.3K | $2.31M | $216.3K | Added$13.4K |
| BARCLAYS PLC | 127.5K | $1.36M | $127.5K | Cut−$406.2K |
| VIRTUS ADVISERS, LLC | 50K | $534K | — | New |
| Penn Mutual Asset Management | 42K | $448.6K | — | Held |
| Savant Capital, LLC | 26.7K | $285.2K | $20.2K | Added$89.9K |
| Triumph Capital Management | 11.8K | $126.3K | $11.8K | Cut−$748.2K |
| Cresset Asset Management, LLC | 11.7K | $124.6K | $11.7K | Added$11.7K |
| Swiss Life Asset Management Ltd | 11.5K | $123.1K | — | New |
| Allworth Financial LP | 4.98K | $53.2K | — | Held |
| PEAK6 LLC | 3.4K | $36.3K | $3.4K | Cut−$19K |
| Prestige Wealth Management Group LLC | 2.11K | $22.5K | $2.11K | Added$1.64K |
| Essential Partners LLC | 1.51K | $16.2K | $774 | Added$8.69K |
| IFP Advisors, Inc | 1.26K | $13.5K | — | Held |
| BROADWATER CAPITAL MANAGEMENT LLC | 278 | $2.97K | $2.69K | Added$278 |
| MV CAPITAL MANAGEMENT, INC. | 264 | $2.82K | — | Held |
| Aventura Private Wealth, LLC | 197 | $2.1K | $197 | Added$197 |
| Kilter Group LLC | 171 | $1.83K | — | Held |
| Nalls Sherbakoff Group, LLC | 113 | $1.21K | $113 | Added$113 |
| Cornerstone National Bank & Trust Co | 100 | $1.07K | $100 | Added$100 |
| WFA of San Diego, LLC | 82 | $876 | — | Held |
| AllSquare Wealth Management LLC | 63 | $673 | — | Held |
| Holos Integrated Wealth LLC | 50 | $480 | — | Held |
| Cape Investment Advisory, Inc. | 44 | $470 | — | Held |
| Medallion Wealth Advisors, LLC | 44 | $470 | $27 | Added$27 |
| Strategic Investment Solutions, Inc. /IL | 25 | $268 | — | Held |
| Scarborough Advisors, LLC | 24 | $256 | — | Held |
| KBC Group NV | 7.04K | $75 | — | Held |
| EVOLUTION WEALTH MANAGEMENT INC. | 5 | $53 | — | Held |
| Boreal Capital Management LLC | 3 | $32 | — | Held |